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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,942 | $51,638-22.6% | $68,368-41.6% | $82,448-51.6% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 18.37% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,473 | $2,047+20.8% | $2,649-6.6% | $2,551-3.1% |
| Participant deferral / active EE | $4,052 | $2,914+39.1% | $4,123-1.7% | $4,139-2.1% |
| Admin fee / account holder | $2,603 | $4,643-43.9% | $5,150-49.4% | $7,234-64.0% |